Senior Wealth Strategist & Estate Planning Director
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Oxford Financial Group, Ltd. is seeking a Managing Director & Senior Wealth Strategist to lead and refine estate and wealth planning for high-net-worth families.
You will produce complex deliverables, review strategies, and serve as a technical resource for client meetings, collaborating with senior leadership and client teams to drive proactive wealth planning answers. The role includes developing educational materials, publishing expert content, and training internal staff.
#J-18808-Ljbffr Jobleads-USVacancy posted 4 days ago
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